Estate Planning & Probate Guidance for Needham Families

Clarity and Peace of Mind for Your Family's Future

Aubrey Law helps individuals and families in Needham and the surrounding communities create clear wills and trusts, protect hard‑earned assets, and navigate the Massachusetts probate process with confidence—not confusion.

No pressure. Just practical next steps tailored to your family, your assets, and your goals.

About

A Local, Detail‑Oriented Approach to Your Legacy

Aubrey Law is dedicated to helping individuals, families, and professionals in Needham and the surrounding communities protect what matters most through thoughtful estate planning and calm, organized probate administration.

We know that conversations about incapacity, death, and family dynamics can feel overwhelming. Our role is to listen carefully, explain options in plain English, and guide you through each decision so you feel in control—not rushed or pressured.

From young families putting a first plan in place to retirees updating long‑standing documents, we focus on building long‑term relationships, not one‑time transactions. We align your estate plan or probate strategy with your values, your family structure, and your financial picture.

  • Clear explanations without legal jargon
  • Transparent, upfront discussion of fees and timing
  • Deep familiarity with Massachusetts estate and probate laws
  • Flexible meetings by phone, video, or in‑person in Needham
Attorney in a professional office in Needham

“Our goal is for you to walk away with a plan you truly understand—and the peace of mind that your wishes will be honored.”

Practice Areas

Focused on the Needs of Families and Individuals

Whether you’re creating a first plan or handling a loved one’s estate, Aubrey Law provides clear guidance through every stage.

Estate Planning

Thoughtfully drafted wills, trusts, powers of attorney, and health care proxies that clearly communicate your wishes and protect your loved ones from uncertainty.

Outcome: your family knows what to do, when to do it, and who is in charge.

Probate Administration

Step‑by‑step guidance through Massachusetts probate, from opening the estate to distributing assets, so you’re not left guessing what comes next.

Outcome: a smoother, more efficient administration during an already difficult time.

Trust & Asset Protection

Revocable and irrevocable trusts, beneficiary planning, and asset‑protection strategies designed to minimize conflict, delays, and unnecessary taxes where possible.

Outcome: a structure that protects your assets and supports loved ones over time.

Services

Tailored Services for Real‑Life Situations

We design each engagement around where you are now and what you want to accomplish—whether that’s preventing problems or resolving them efficiently.

Comprehensive Estate Plan Packages

Coordinated wills, trusts, incapacity documents, and beneficiary designations so your plan works together as a single, cohesive strategy.

Probate Court Representation & Guidance

We handle filings, deadlines, and communication with the Massachusetts probate court so you can focus on your family, not paperwork.

Trust Setup, Funding & Ongoing Guidance

We work with you and your financial professionals to establish and properly fund your trusts, and remain available as life, laws, and assets change.

Why Choose Us

Why Individuals and Families in Needham Choose Aubrey Law

Estate planning and probate are about more than documents—they’re about people, relationships, and timing. We structure our work to reduce stress and bring clarity, not complexity.

  • Clear, plain‑language explanations. We translate legal concepts into everyday terms, so you fully understand your options before you sign anything.
  • Local Massachusetts experience. We work within the Massachusetts estate and probate system every day and understand its practical realities.
  • Personalized, relationship‑based approach. We take time to learn about your family, your finances, and your values so your plan actually fits your life.
  • Streamlined, step‑by‑step process. From initial call to final documents, you’ll always know what’s happening, what’s next, and what’s expected of you.
Calm estate planning meeting in Needham office

What Working with Aubrey Law Feels Like

Protect Your Family’s Future

Give your loved ones a roadmap that reduces conflict, confusion, and last‑minute scrambling.

Reduce Stress During Difficult Times

A clear plan and experienced probate guidance help your family focus on healing, not paperwork.

Avoid Common Probate Mistakes

Prevent avoidable delays, disputes, and rejected filings by working with someone who does this every day.

Have a Clear, Written Plan in Place

Walk away with signed, organized documents—and the knowledge of how to keep them up to date.

Process

How It Works

A simple, three‑step process designed to move you from uncertainty to a signed, working plan.

Step 1: Peace of Mind Planning Session

We begin with a confidential call or meeting to understand your family, assets, concerns, and goals. We’ll outline which planning or probate options make the most sense for you.

Step 2: Design Your Customized Plan

We gather the necessary information and draft your documents or probate filings, explaining each piece in plain language and making adjustments based on your feedback.

Step 3: Sign Your Plan

We finalize and supervise the signing of your documents or guide you through each probate milestone. We remain available as questions arise or your circumstances evolve.

Or start by downloading the free Estate Planning Guide below.

Free Resource

Get Your Free Estate Planning Guide

This concise, practical guide walks you through the key decisions and timelines for Massachusetts estate planning and probate—so you can talk with your family and attorney from a place of confidence.

  • The 7 essential documents every Massachusetts family should consider
  • A simple overview of how probate works—and when it can be avoided
  • Questions to ask before choosing personal representatives and trustees

Instant Access to the PDF Guide

Enter your name and email to receive the guide in your inbox. We’ll also follow up with an invitation to schedule a personalized strategy session, if and when you’re ready.

Testimonials

What Clients Say About Working with Aubrey Law

“We had put off estate planning for years because it felt intimidating. Aubrey Law broke everything down into manageable decisions and explained the implications clearly. We left with a completed plan and a huge sense of relief.”

— M. & A., Needham parents of two

“When my father passed away, we had no idea where to start with probate. Aubrey Law walked us through every step, handled the filings, and kept us informed. What could have been a nightmare turned into a manageable process.”

— J., executor in Norfolk County

“As a busy professional, I appreciated how efficient the process was. The firm coordinated with my financial advisor, drafted everything promptly, and made sure I understood how to keep my plan current.”

— L., Needham business owner

Schedule A Discovery Call and Take the Next Step Toward Peace of Mind

In one focused conversation, we’ll clarify where you are, what you need, and what it will take to put a clear estate or probate plan in place.

Prefer to read first? Download the free Estate Planning Guide and come back when you’re ready.

Estate planning and probate administration for individuals and families in Needham and surrounding Massachusetts communities.

  • 781-474-3450

  • 1329 Highland Avenue, Needham, MA 02492

Copyright 2026. Aubrey Law, LLC. All Rights Reserved.